The Booking Documents section acts as a digital filing cabinet for all files related to a booking, making it easy to store, access, and send documents as needed.
How to Upload a File
To upload files to a booking, navigate to the Booking Documents section and select as many files from your computer as needed. Once uploaded, they’ll be stored in the booking’s document library for easy access.
Using Uploaded Files
Once a file is uploaded, you can:
- Select it when creating a contract to send to a client.
- Attach it to an invoice to ensure the client receives all necessary details.
- Include it in an email as a supporting document.
Managing Booking Documents
Booking Documents keep all files in one place for team and client use, allowing you to track uploads, rename files, and access them easily.
